Category: Wills

Make It Last – Ep 121 – Empowering Women In Retirement, New Laws on Electronic Wills, Surrender Charges in Annuities, & (Almost) Goodbye

This week, Victor breaks the news that he will be ending the radio show. But before everyone gets too tearful, this is not a hard goodbye. Make sure to subscribe to the show on Spotify, Apple Podcasts, as well as on your Android device so you can be right back with us when we launch[...]

Make It Last – Ep 109 – 5 Psychological Stages of Retirement, Electronic Wills, & Mindfulness

In today’s episode, Victor breaks down electronic wills and reiterates the importance of mindfulness. Victor also lays out the 5 Psychological Stages of Retirement as inspired by a study done by AgeWave, Ameriprise Financial, & Harris Interactive to learn more about the attitudes and worries of people before and after retirement. For a FREE checklist[...]

Judge Jennifer S. Callaghan Considering New Wills for Aretha Franklin Estate

The judge, Jennifer S. Callaghan, will consider the new wills for the Aretha Franklin Estate at a hearing scheduled for June 17. Click here to read more.[...]

Why You Should Update Your Will

Here are some important reasons to update your will and overall estate plan. Click here to read more.[...]

Avoid Catastrophes by Having a Will

Any estate planning meeting is valuable for determining your goals and future steps. However, having an estate planning attorney who is knowledgeable about the particular types of documents that you need can be extremely beneficial. Planning ahead for potential catastrophe is not always easy or fun, but it is extremely important. You can make things[...]

The Basics of Establishing a Will

Did you know that in the aftermath of the 9/11 attacks, one of the most understudied aspects had to do with a lack of appropriate estate planning? The median age of the individuals killed in the World Trade Center attacks was 39. This is an age group that is already less likely to have wills[...]

Putting Pen to Paper – Four Things to Keep in Mind as You Put Together a Will

A will is the most basic of estate planning documents, but it also plays a crucial role in assisting with passing on your property after you pass away and to ensure that those assets will be transferred according to your wishes.   There are four primary things you need to keep in mind as you[...]

How You Can Buck the Trend of Half of Americans Not Having a Will

People make plenty of excuses in order to put off planning for their own mortality. Perhaps you think that you don't have enough assets to warrant an estate plan or it's simply too uncomfortable to think about no longer being around. However, estate planning has many important components whether or not you are planning ahead[...]

Living Trust Versus a Will: Which One is Right for Me?

If you're just getting started with your New Jersey estate planning process, one of the most common questions you may encounter is whether or not you should have a living trust or a will. Both of these tools are very important for your estate planning portfolio. [caption id="attachment_5302" align="alignright" width="370"] Estate planning documents in a[...]

Man Launches Website to Store Estate Planning Documents

Even if you spend the time meeting with your estate planning attorney and follow up annually to make changes, it can be frustrating for your loved ones to have no idea where to look for your final wishes when you pass away. It can also be a mistake to include your burial instructions with your[...]

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